External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Global Health (Medanta) / Equity Bottom-Up

<ul><li>Medanta Q4FY25 Performance: Medanta reported revenue of Rs 921 Cr, in line with our expectations, driven by a flat ARPOB and a moderate increase in occupancies.</li><li>The ARPOB increased to Rs 63,629, up 0.9% YoY, while occupancies improved by 186 bps YoY.</li><li>EBITDA Margins and PAT: EBITDA margins were 24.7%, down 54 bps QoQ, but showed an annual improvement of 102 bps.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Medanta Q4FY25 Performance: Medanta reported revenue of Rs 921 Cr, in line with our expectations, driven by a flat ARPOB and a moderate increase in occupancies.The ARPOB increased to Rs 63,629, up 0.9% YoY, while occupancies improved by 186 bps YoY.EBITDA Margins and PAT: EBITDA margins were 24.7%, down 54 bps QoQ, but showed an annual improvement of 102 bps.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Global Health Ltd - On the Expansion Path; Maintain BUY